Professional
West began his career at Northwestern Mutual in 2008, and continues to further his education to provide the best finanancial services to his clients.
Education
West earned his Bachelor of Science degree in Business Administration from the University of South Carolina. His minors included Insurance and Risk Management as well as Political Science.
Professional Designations
West has earned the professional designations/certifications of CERTIFIED FINANCIAL PLANNERTM (CFP®) , Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) from the American College.
West earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) certification in 2014. This designation is one of the most prominent in the world as it marks professionals who have met the high standards of competency and ethics established and enforced by CFP Board. Although many professionals may call themselves "financial planners", CFP professionals have completed xtensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the chanigng financial climate and will make recommendations in thier clients' best interest.
West earned his Chartered Life Underwriter (CLU®) certification in 2011. This designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. To obtain the CLU® designation, a candidate must complete required coursework, meet experience requirements, maintain ethical standards, and comply with The American College's Code of Ethics and Procedures along with periodic recertification / continuing education requirements.
West earned his Chartered Financial Consultant (ChFC®) in 2012. This designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
Awards and Recognition
Million Dollar Round Table Qualifying Member 2013-2015
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2010
Award recognizing persistency and performance
